Investor Protection Trust

Devoted to Providing Unbiased Investor Education and Funding Investor Protection Efforts

IPT’s 2022 and 2023 Publications

Investment Fraud: Spot the Red Flags


What do victims of investment fraud have in common? They believed an investment opportunity was legitimate and did not see the warning signs. The booklet outlines the red flags of fraud and provides action steps you can take to protect yourself.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish, Arabic, Cambodian, Chinese, Korean, Punjabi, Russian, Samoan, Somali, Tagalog, Ukrainian, and Vietnamese.

Working with Financial Professionals


The term financial professional generally describes a person who provides some form of financial services and works independently or for a firm. This short guide focuses on three categories of financial professionals who service investors: investment advisers, stockbrokers, and financial planners.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.

Military Guide to Money and Investing


The military offers unique resources and opportunities for servicemembers, and taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here.

Your New Job: Starting Your Financial Future


When you start a new job, taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing. This booklet covers: completing forms, employer savings plans, health insurance choices, spending and saving income, repaying and managing debt, and investing.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.

Marriage & Money: Starting Your Financial Life Together


As you start your new life together, getting aligned on how to handle your finances is essential to a strong, positive union. Creating a financial plan as a team is one of the goals that you should put at the top of your to-do list, both for today and for the future.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.

About

The IPT is an independent nonprofit organization devoted to investor education and protection.

Grants

View grant requirements and templates, recently-funded projects, and IPT programs open to all states.

Resources

View the IPT’s materials and media for investors, financial educators, and state securities administrators.

Contacts

Contact us with questions about the IPT, our resources and programs, or your grant application.

Check Your Broker

Check the registration of your financial advisor or broker here:

Contact Your State Securities Regulator

To report fraud or get help, find your state regulator here: